Fixed Income

Displaying 3156 results
FIXED INCOME JUL 25, 2017
What would happen if there was a sharp rise in interest rates?

An unexpectedly aggressive hike by the Fed could create an economic domino-effect.

By Michael Joyce
EQUITIES JUL 24, 2017
Take 5: Vanguard's new CIO Greg Davis talks bonds, stocks and costs

Having just stepped into the role, this veteran of the firm now oversees $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds.

By John Waggoner
FIXED INCOME JUL 20, 2017
Central banks must use caution in further tightening, Gross says

The go-slow warning marks a shift for the billionaire Janus bond fund manager.

By Bloomberg
FIXED INCOME JUL 17, 2017
Advisers bracing for Fed's unprecedented bond sale

Effects from winding down a large portion of the Federal Reserve's record $4.5 trillion portfolio are expected to ripple across financial markets.

By Jeff Benjamin
ALTERNATIVES JUL 06, 2017
Gundlach sees more pain for bond bulls as long Treasuries sell off

Rout that began with a weak French debt auction has spread to the U.S. market.

By Bloomberg
WIREHOUSES JUN 28, 2017
UBS loses $793,000 in Puerto Rico bond arbitration case

Claimants asserted firm was negligent and breached its fiduciary duty.

By Bloomberg
FIXED INCOME JUN 23, 2017
Jeffrey Gundlach not impressed with robo advisers

He says 'one-size fits all' portfolios are a dangerous bet, especially in a market decline

By Bloomberg
EQUITIES JUN 20, 2017
Second-half outlook: Not as bad as you might think

"Tepid" is better than "awful."

By John Waggoner
FINTECH JUN 15, 2017
Orion adds bond-rating updates to portfolio system

Advisers to gain better risk analysis to help meet DOL fiduciary rule requirements.

By Liz Skinner
FIXED INCOME JUN 14, 2017
Prepare clients for the high costs of college

By Gillian Albert
FIXED INCOME JUN 09, 2017
Smart Beta: More than Just an Investing Fad

By Gillian Albert
MUTUAL FUNDS JUN 01, 2017
Are derivatives hiding risk in your bond portfolio?

By Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income
FIXED INCOME MAY 31, 2017
Illinois' financial woes present risk — and opportunity — to muni bond investors

The state's 10-year bonds carry a 4.45% yield, but come with a lot of credit risk.

By Jeff Benjamin
EQUITIES MAY 24, 2017
Investments that advisers should look at in an overheated market

Cash, alternatives, international all beckon, but all have pros and cons.

By John Waggoner
FIXED INCOME MAY 19, 2017
Trump miscues, more cash becoming available will drive summer muni bond rally

As Trump agenda derails, municipal bonds are benefitting from flight to safety as well as a mismatch between bonds maturing and new issues.

By Bloomberg
WIREHOUSES MAY 17, 2017
Finra fines Merrill Lynch $650,000 for bond trading violations

Regulator censures firm for handling of customer orders for nonconvertible preferred securities

By InvestmentNews
FIXED INCOME MAY 05, 2017
OppenheimerFunds stays uniquely committed to Puerto Rico's muni bonds

Big bets by the Rochester muni bond team lead to feast-or-famine performance record.

By Jeff Benjamin
FIXED INCOME MAY 01, 2017
Increase your probability of success in the bond market

By Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income
MUTUAL FUNDS APR 27, 2017
Conduct due diligence on bond funds beyond a performance review

Position a portfolio to look forward and not just backward.

By Todd Rosenbluth
EQUITIES APR 25, 2017
Stocks and bonds sending out divergent outlooks on economy

Equities are bullish on economic growth, while bonds take a more pessimistic view.

By Bloomberg